2026-03-30T22:46:38-05:00 2025-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2024-07-01 742354578 EDUCATIONAL ENRICHMENT FOUNDATION EDUC 5203258688 5049 E BROADWAY BLVD 107 TUCSON AZ 85711 JON BIALIS TREASURER 5203258688 2026-03-20 1 1 MONICA A VERA CPA P01456278 5203214600 2026-03-20 2024 2025-03-06 01:10:19Z DRISANA ROSS 5049 E BROADWAY BLVD 107 TUCSON AZ 85711 981206 0 X WWW.EEFTUCSON.ORG X 1984 AZ PROVIDING RESOURCES TO EXPAND & ENRICH THE STUDENT LEARNING IN THE TUCSON UNIFIED SCHOOL DISTRICT. 14 14 6 103 0 0 906411 814035 0 0 -4712 49067 -16196 29654 885503 892756 448280 385816 0 0 317994 366973 0 0 160403 301933 457059 1068207 1209848 -182704 -317092 1674107 1506819 132011 236461 1542096 1270358 X TO PROVIDE RESOURCES TO EXPAND AND ENRICH THE STUDENT LEARNING EXPERIENCE IN THE TUCSON UNIFIED SCHOOL DISTRICT. 0 0 832669 385816 38743 EEF OFFERS THE FOLLOWING PROGRAMS TO TUSD STUDENTS AND EDUCATORS:-STUDENT BASIC NEEDS: VULNERABLE TUSD STUDENTS WERE HELPED TO OBTAIN OVER 900 PAIRS OF SHOES, OVER 2000 PAIRS OF SOCKS, AND HUNDREDS OF BOOKS. 341 FOCUS ON VISION VOUCHERS WERE GIVEN TO STUDENTS TO OFFER FREE EYE EXAMS AND GLASSES. EEF SUPPLIED HUNDREDS OF BACKPACKS AND HUNDREDS OF SCHOOL UNIFORMS TO STUDENTS. -136 CLASSROOM GRANTS WERE PROVIDED TO EDUCATORS TO HELP TO REDUCE THEIR OWN OUT-OF-POCKET EXPENSES TO SUPPORT THEIR CLASSROOMS. FUNDS AWARDED CHANNEL RESOURCES DIRECTLY TO K-12 EDUCATORS WHO DEVELOP AND IMPLEMENT UNIQUE PROJECTS THAT STIMULATE LEARNING AND EXPLORE CONCEPTS, IDEAS, AND PRINCIPLES BEYOND NORMAL CLASSROOM CURRICULUM. EEF PROVIDED OVER $185,000 IN CLASSROOM GRANTS TO EDUCATORS FOR THE 2024-2025 SCHOOL YEAR. -COLLEGE SCHOLARSHIPS ARE AWARDED TO ACADEMICALLY ELIGIBLE STUDENTS TO HELP THEM OFFSET THE COST TO ATTEND COLLEGE AND WORK TOWARDS A DEGREE. $11,000 WAS AWARDED TO 16 STUDENTS.- INTERSCHOLASTIC SCHOLARSHIPS ARE AWARDED TO NEEDY, ACADEMICALLY ELIGIBLE STUDENTS TO PARTICIPATE IN SPORTS AND FINE ARTS ACTIVITIES. OVER 1,736 STUDENTS WERE AWARDED $104,540 IN SCHOLARSHIPS LAST FISCAL YEAR.-FISCAL SPONSORED PROJECTS: THE ORGANIZATION PARTNERS WITH SCHOOL AND COMMUNITY GROUPS TO HELP RAISE AND DISTRIBUTE FUNDS FOR MISSION-COMPATIBLE PROJECTS FOR TUSD TEACHERS, STUDENTS, AND SCHOOL SITES. THE PRIMARY FISCAL SPONSORSHIP THIS YEAR SUPPORTED A LEGACY OF EXCELLENCE WHICH PROVIDED $5,000 COLLEGE SCHOLARSHIPS FOR EACH OF 17 AFRICAN AMERICAN TUSD STUDENTS. 832669 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X SALLIE MUSE 5203258688 5049 E BROADWAY BLVD 107 TUCSON AZ 85711 DAWN BELL EXECUTIVE DIRECTOR 40.00 X 74727 0 29180 AGNES ATTAKAI BOARD MEMBER 1.00 X 0 0 0 JON BIALIS BOARD MEMBER 1.00 X 0 0 0 FRANCIS KNOTT BOARD MEMBER 1.00 X 0 0 0 JOHN KRAMKOWSKI BOARD MEMBER 1.00 X 0 0 0 MARICELA MEZA BOARD MEMBER 1.00 X 0 0 0 BECKY RICHARDS BOARD MEMBER 1.00 X 0 0 0 KAMREN TARAVATI BOARD MEMBER 1.00 X 0 0 0 AMANDA THOMAS BOARD MEMBER 1.00 X 0 0 0 GABRIEL TRUJILLO BOARD MEMBER 1.00 X 0 0 0 XAVIER WALKER BOARD MEMBER 1.00 X 0 0 0 RYAN C ANDERSON PRESIDENT 2.00 X X 0 0 0 DOYACE WILSON VICE PRESIDENT 2.00 X X 0 0 0 HELEN GOMEZ TREASURER 2.00 X X 0 0 0 MOSES THOMPSON SECRETARY 2.00 X X 0 0 0 74727 0 29180 0 0 0 0 0 187370 626665 4191 814035 58146 58146 49526 57379 1226 -7853 -1226 -9079 -9079 19582 187370 29845 -10263 -10263 ADMIN SUPPORT 900099 38743 38743 MISCELLANEOUS INCOME 900099 1174 1174 39917 892756 38743 0 39978 385816 385816 99531 34836 44789 19906 206703 95555 32093 79055 37145 17262 5529 14354 23594 10145 5663 7786 50314 50314 265 265 35106 35106 19884 19884 19753 829 11881 7043 11189 11189 22909 9851 5498 7560 1688 506 1182 3705 25 3680 3806 1637 913 1256 5038 2166 1209 1663 FISCAL SPONSORED PROJEC 268759 268759 DUES & SUBSCRIPTIONS 11450 3794 7569 87 DONOR & VOLUNTEER EXPEN 3193 1488 1078 627 1209848 832669 216776 160403 437430 279146 120661 12011 1569 1680 36502 24982 11734 11520 1007828 1126617 94885 75845 1674107 1506819 24782 39406 12000 120000 95229 77055 132011 236461 X 419052 157777 1123044 1112581 1542096 1270358 1674107 1506819 -317092 45354 0 X 1 X 0 1 0 X 732434 746262 968045 906411 814035 4167187 732434 746262 968045 906411 814035 4167187 166909 4000278 34312 74971 39866 38242 58146 245537 4412724 40632 0.90650 0.91770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 745750 69361 9195 805916 766541 74300 36103 804738 731871 10325 45852 21507 766541 822025 57861 -110950 37065 731871 676174 38264 130343 22756 822025 0.02000 0.98000 1 0 13003 5274 7729 23499 19708 3791 11520 OPERATING LEASE ASSET 75845 75845 OPERATING LEASE LIABILITY 77055 77055 X PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT POLICIES FOR ENDOWMENT ASSETS WITH DONOR RESTRICTIONS THAT ATTEMPT TO MAINTAIN SUFFICIENT CASH TO SUSTAIN OPERATIONS AND TO INVEST EXCESS CASH TO MAXIMIZE INCOME WHILE PRESERVING PRINCIPAL. THESE ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S). THE ORGANIZATION'S RISK TOLERANCE IS CONSIDERED HIGH; LOSSES ARE NOT TO EXCEED 17% IN ANY ONE-YEAR PERIOD AND LOSSES ARE NOT TO EXCEED 5% OVER A FOUR-YEAR PERIOD. THE TARGET RATE OF RETURN IS 6% PER YEAR. THE ORGANIZATION'S INVESTMENT OBJECTIVES ARE AS FOLLOWS: TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE ORGANIZATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE ORGANIZATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES AN EMPHASIS ON FIVE MAJOR ASSET CLASSES (DOMESTIC FIXED INCOME SECURITIES, DOMESTIC EQUITIES, INTERNATIONAL EQUITIES, ALTERNATIVE INVESTMENTS, AND CASH) TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. PART X, LINE 2: FINANCIAL STATEMENT ASC 740 FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(1). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSES, IF THEY OCCUR. PART V, LINE 1A, COLUMN A DURING THE YEAR ENDING JUNE 30, 2025, MANAGEMENT IDENTIFIED A LIBRARY GRANT FUND WAS INCORRECTLY TRACKED AS AN ENDOWMENT. THE FUND, CONSISTING OF CONTRIBUTIONS AND EARNINGS ON THOSE CONTRIBUTIONS, TOTALED $58,988 AT THE BEGINNING OF THE YEAR. THIS AMOUNT WAS NOT AN ENDOWMENT, INSTEAD WAS DONOR RESTRICTED FOR CLASSROOM GRANTS, AND HAS BEEN ADJUSTED. AS SUCH, THE BEGINNING BALANCE ON LINE 1A COLUMN A HAS BEEN RESTATED. THIS RECLASSIFICATION HAS NO EFFECT ON TOTAL NET ASSETS, TOTAL NET ASSETS WITHOUT DONOR RESTRICTIONS, AND TOTAL NET ASSETS WITH DONOR RESTRICTIONS REPORTED IN THE PRIOR YEAR. RAY DAVIES LUNCHEON 206952 187370 19582 250 10276 15541 3778 206952 187370 19582 250 10276 15541 3778 29845 -10263 1 CLASSROOM GRANTS TO TEACHERS 136 185308 COLLEGE SCHOLARSHIPS 16 11002 INTERSCHOLASTIC SCHOLARSHIPS 1736 104540 STUDENT NEEDS 3974 4378 76485 FMV SHOES, EYE EXAMS, CLOTHING, BACKPACKS, SCHOOL SUPPLIES TEACHER AWARDS 3 4103 PART I, LINE 2: FOR ALL GRANTS AND FISCAL SPONSORED PROJECT EXPENSES, EEF REQUIRES PROOF OF EXPENDITURE OF AWARDED FUNDS (RECEIPTS) TO JUSTIFY THE AWARDED FUNDS OR FISCAL SPONSORED PROJECT BUDGETS. MOST STUDENT NEEDS ITEMS REQUIRE AN APPLICATION THAT IS APPROVED BY TUSD AND THEN BY EEF. OTHER STUDENT NEEDS ITEMS, SUCH AS HYGIENE ITEMS, ARE AVAILABLE AT TUSD FAMILY RESOURCE CENTERS AND AVAILABLE TO TUSD STUDENTS. TUSD SCHOOLS HAVE EEF LIAISONS (COUNSELORS, NURSES, PRINCIPALS, AND TEACHERS) WHO HELP DETERMINE THE NEED OF THE STUDENTS AND CONNECT THEM WITH THE APPROPRIATE EEF RESOURCE. COLLEGE SCHOLARSHIPS ARE RECEIVED THROUGH STUDENTS APPLICATIONS AND SCORED BY A COMMITTEE COMPRISED OF EEF VOLUNTEERS AND BOARD MEMBERS TO DETERMINE AWARD. FORM 990, PART VI, SECTION B, LINE 11B THE EEF FINANCE COMMITTEE IS PRESENTED WITH THE AUDIT RESULTS AND FINDINGS. THE COMMITTEE DOES INITIAL REVIEW OF FINANCIALS AND 990 DRAFT. ONCE APPROVED, THE COMMITTEE RECOMMENDS APPROVAL BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST IS DEFINED AS AN ACTUAL OR PERCEIVED INTEREST BY AN EMPLOYEE, VOLUNTEER OR BOARD MEMBER IN AN ACTION THAT RESULTS IN, OR HAS THE APPEARANCE OF RESULTING IN, PERSONAL, ORGANIZATIONAL OR PROFESSIONAL GAIN. A CONFLICT OF INTEREST OCCURS WHEN AN EMPLOYEE, VOLUNTEER OR BOARD MEMBER HAS A DIRECT OR FIDUCIARY INTEREST WHICH COULD CREATE AN ACTUAL OR PERCEIVED CONFLICT BETWEEN THE PERSONAL INTEREST OF THE EMPLOYEE, VOLUNTEER OR BOARD MEMBER AND THAT OF THE EDUCATIONAL ENRICHMENT FOUNDATION (THE FOUNDATION). EACH INDIVIDUAL SHALL DISCLOSE TO THE FOUNDATION ANY PERSONAL INTEREST WHICH HE OR SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE FOUNDATION AND SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER. IT IS IN THE INTEREST OF THE FOUNDATION AND ITS EMPLOYEES, VOLUNTEERS AND BOARD MEMBERS TO STRENGTHEN TRUST AND CONFIDENCE IN EACH OTHER AND IN THE FOUNDATION, TO EXPEDITE RESOLUTION OF PROBLEMS, TO MITIGATE THE EFFECT AND TO MINIMIZE ORGANIZATIONAL AND INDIVIDUAL STRESS THAT CAN BE CAUSED BY AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST. THEREFORE, ANY CONFLICT OF INTEREST, POTENTIAL CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST IS TO BE REPORTED TO THE EXECUTIVE DIRECTOR OR THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IMMEDIATELY. THE BOARD OF DIRECTORS WILL REVIEW THE POTENTIAL CONFLICT OF INTEREST TO DETERMINE IF AN ACTUAL CONFLICT EXISTS. EMPLOYEES, VOLUNTEERS AND BOARD MEMBERS ARE TO MAINTAIN INDEPENDENCE AND OBJECTIVITY WITH CLIENTS, THE COMMUNITY AND THE FOUNDATION AND ARE CALLED TO MAINTAIN A SENSE OF FAIRNESS, CIVILITY, ETHICS AND PERSONAL INTEGRITY EVEN THOUGH LAW, REGULATION OR CUSTOM DOES NOT REQUIRE THEM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS PERFORMANCE REVIEW OF EXECUTIVE DIRECTOR USING LAST YEAR'S STATED GOALS AND EXPECTATIONS. THEY REVIEWED AND COMPARED PIMA COUNTY COMPENSATION DATA FROM THE 2024 NONPROFIT COMPENSATION AND BENEFITS SURVEY PROVIDED BY ASU LODESTAR TO DETERMINE A FAIR WAGE FOR THE DIRECTOR OF A LIKE-SIZE ORGANIZATION. THE COMMITTEE DOCUMENTS THEIR RECOMMENDATION AND SEEKS BOARD APPROVAL TO PROCEED. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS ALSO AVAILABLE ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.